SWM
Selective Wealth Management Portfolio holdings
AUM
$274M
1-Year Return
19.3%
This Quarter Return
+17.78%
1 Year Return
+19.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$82.6M
AUM Growth
+$9.92M
(+14%)
Cap. Flow
-$1.78M
Cap. Flow
% of AUM
-2.16%
Top 10 Holdings %
Top 10 Hldgs %
83.72%
Holding
361
New
14
Increased
45
Reduced
51
Closed
25
Top Buys
| 1 |
Truist Financial
TFC
|
$78.8K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$77.7K |
| 3 |
Vanguard Mid-Cap Growth ETF
VOT
|
$77K |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$69K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$56K |
Top Sells
| 1 |
Fidelity MSCI Utilities Index ETF
FUTY
|
$271K |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$240K |
| 3 |
DocuSign
DOCU
|
$237K |
| 4 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
$235K |
| 5 |
CLCT
Collectors Universe
CLCT
|
$181K |
Sector Composition
| 1 | Communication Services | 33.34% |
| 2 | Technology | 19.29% |
| 3 | Financials | 18.77% |
| 4 | Consumer Discretionary | 14.99% |
| 5 | Industrials | 1.47% |
